Our Service to You
Our services are fully remote, meaning you can get expert bookkeeping, accounting and tax help without ever stepping into an office.
When we partner with your business, we provide so much more than a bare-bones accounting service. We provide friendly, helpful advice and take a personal interest in seeing your company succeed.
Our goal is to free small business' and individual's energy to focus on their success drivers by tackling your accounting, tax, and financial analysis needs. We will handle those needs involving everything from simply reviewing your financial statements, through bookkeeping, and of course completing and maximizing the results of your tax return.
Bookkeeping
Services
Spend less time on accounting and more time moving your business forward. We provide a variety of services including:
-Accounting Records Cleanup.
-Download and categorization of bank transactions.
-Reconciliation of received payments vs. invoices.
-Meetings for adjustments and clarifications.
-Reconciliation of all bank accounts and credit cards.
-Financial Reports: Profit & Loss, Balance Sheet, etc.
Tax Compliance & Preparation
Take the stress out of tax filing. We help you stay ahead with our proactive year-end tax planning processes that will help you manage and plan for your tax liabilities. We focus on every detail to make sure that your tax returns are completed accurately and timely.
We offer the following tax services:
-Tax Return Compliance: Preparation of State and Federal tax returns is the core of our tax services to ensure our client's tax returns are prepare efficiently and timely.
-Tax Structure Review: We review the tax structure of a business and family unit to determine the most tax efficient method of filing.
Budgeting & Project Accounting
Keep projects on track and stay safely within budget. We provide a wide range of services to individuals and businesses in a variety of industries.
We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
We offer remote consultations:
-Bookkeeping needs consultation.
-Tax Consultation.